Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 1,659 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
47,943
shares
|
$4.05 Million
0.05% of portfolio
|
Q2 2024
Added 36.45%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
47,866
shares
|
$4.04 Million
0.69% of portfolio
|
Q3 2022
New holding
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
47,789
shares
|
$4.04 Million
2.14% of portfolio
|
Q4 2022
Added 41.28%
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
47,726
shares
|
$4.03 Million
0.05% of portfolio
|
Q2 2024
Reduced 61.39%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
47,515
shares
|
$4.01 Million
0.18% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
47,015
shares
|
$3.97 Million
0.46% of portfolio
|
Q1 2024
Added 0.0%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
46,941
shares
|
$3.97 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
46,895
shares
|
$3.96 Million
0.05% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
46,709
shares
|
$3.95 Million
0.26% of portfolio
|
Q2 2024
Added 4.37%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Aug 05, 2024 Q2 2024 |
46,709
shares
|
$3.95 Million
1.32% of portfolio
|
Q2 2024
Reduced 13.86%
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
46,285
shares
|
$3.91 Million
0.95% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
46,002
shares
|
$3.89 Million
0.11% of portfolio
|
Q2 2024
Added 16.6%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
45,898
shares
|
$3.88 Million
0.09% of portfolio
|
Q2 2024
Reduced 23.32%
|
|
Ahl Investment Management, Inc.
|
Jul 15, 2024 Q2 2024 |
45,057
shares
|
$3.81 Million
2.57% of portfolio
|
Q2 2024
Added 10.0%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
44,805
shares
|
$3.79 Million
0.01% of portfolio
|
Q1 2024
Reduced 18.54%
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
44,632
shares
|
$3.77 Million
0.75% of portfolio
|
Q4 2021
Added 75.26%
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
44,600
shares
|
$3.77 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
44,504
shares
|
$3.76 Million
0.15% of portfolio
|
Q2 2024
Added 316.51%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
44,113
shares
|
$3.73 Million
0.15% of portfolio
|
Q2 2024
Added 77.49%
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
43,932
shares
|
$3.71 Million
0.31% of portfolio
|
Q2 2024
Added 11.89%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,797
shares
|
$3.7 Million
0.13% of portfolio
|
Q3 2022
Added 8.97%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
43,743
shares
|
$3.7 Million
0.12% of portfolio
|
Q2 2024
Added 0.92%
|
|
Walter & Keenan Wealth Management LLC
|
Jul 15, 2024 Q2 2024 |
43,408
shares
|
$3.67 Million
1.08% of portfolio
|
Q2 2024
Added 1.37%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
43,024
shares
|
$3.63 Million
0.54% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
Smith Anglin Financial, LLC
|
Jul 10, 2024 Q2 2024 |
42,942
shares
|
$3.63 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.55%
|